Financial Consultant Resume Samples

Financial consultants provide high-level financial advice to various clients as a means to help them in attaining their business goals. The job description of the financial consultant includes the following tasks – assessing company’s financial status, analyzing investment plans, sourcing capital expansion options, forecasting revenues and costs, analyzing market trends, managing tax payments, monitoring financial procedures, reviewing day-to-day transactions, and identifying risks and opportunities.

Successful resumes for this post make a mention of the following skills – proven work experience, hands-on experience with financial software and accounting software, good knowledge of fiscal policies, confidentiality, financial planning skills, financial acumen and attention to details. Apart from having a degree in the related field, the Financial Consultant Resume should compulsorily mention training in the financial field.

 

Financial Consultant Resume

Objective : Registered Financial Consultant with extensive experience in both insurance and securities. I am seeking a position in either Financial Services or Business to Business Consulting which will allow me to continue to grow and prosper while doing what is best for clients.

Skills : Advanced MS Excel - 90% on Power User Evaluation MS Access Stars QuickBooks Bloomberg Arena PeopleSoft wIntergrate FIS.

Description :

    1. Engage employer plan participants in robust retirement plan counseling sessions regarding their financial well-being, investment concerns and maximizing their retirement savings.
    2. Responsible for communicating details of TIAA-CREF retirement plans, after tax investments and insurance products, payment flexibility, investment choices and overall retirement and financial issues to individual, institutional and prospective participants.
    3. Strong emphasis on services, sales, customers, and retention objectives.
    4. Plan and prioritize proactive outreach to clients, monitoring client interactions with various reps, and reviewing client notes.
    5. Capture client information such as preferences, and transaction information.
    6. Identify need for guidance based on consultative dialogue with client.
    7. Provide required situational guidance and follow up with client to ensure implementation.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
MBA In Business Management


Sales/Financial Consultant Resume

Objective : Striving to achieve as a Bilingual Paralegal/Legal Assistant with a reputable law firm in order to always provide exceptional client service and support. Prompt to assist staff members with a strong ability to manipulate multiple projects and assignments in a fast-paced environment. Meet and greet clients in a professional and courteous manner and assure all portions of the immigration forms are fully completed thoroughly and successfully in a timely manner.

Skills : Microsoft Office, Negotiation, Customer Satisfaction, Financial Solutions, Accounting, Business Writing, Ethics, Strategies, And Risk Management.

Description :

    1. Resolved complex business/customer service issues by providing & recommending best possible financial solutions.
    2. Demonstrated the ability to deal diplomatically and effectively internally/externally with sensitive situations.
    3. Applied analytical research to interpret findings and responded to requests for information.
    4. Audited teller cash drawers with working knowledge of branch systems and processes.
    5. Gathered & analyzed financial/document data with research and workflow to draw conclusions.
    6. Evaluated budgets, prepared reports for senior management & certified that company policies were in compliance.
    7. Justified that workers had the resources to accomplish daily common objectives.
    8. Applied research and interpretations of findings to respond to urgent requests for information based on inquiries.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Bachelor Of Science In Business Administration


Assistant Financial Consultant Resume

Objective : To obtain a position in a school setting as an assistant working with children, or helping/subbing in the office. I enjoy working with children and I have many years of experience in an office environment.

Skills : Microsoft Office, SAP.

Description :

    1. Consulted with clients regarding investment goals, analyzed portfolio performance, evaluated investment risks, and recommended appropriate asset distribution among various investment vehicles.
    2. Established an excellent network of contacts with tax advisors, attorneys and accountants.
    3. Trained and supervised a staff of sales assistants in addition to providing orientation training to newly hired financial consultants.
    4. Prospected for new customers and managed seven million in assets.
    5. Retained 95% of clients following a transfer from Illinois to Florida.
    6. Transferred 300+ accounts and opened 50 new accounts within the first four months.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Science In Marketing

Financial Consultant II Resume

Objective : Driven independent finance professional with experience in multiple functional areas including budgeting, forecasting, auditing, treasury and financial reporting. Proven track record of process improvement and strategic initiatives.

Skills : Proactive And Dedicated Going Above And Beyond The.

Description :

    1. Opened new account, sold bank products and provided incomparable customer service.
    2. Achieved sales goals established by manager by direct selling and referred deposit, loan and investment products and services as required.
    3. Maximized sale of retail products to all customers.
    4. Developed customer relationships through cross-selling and up-selling.
    5. Contacted potential customers to generate high revenues.
    6. Performed account maintenance such as to add or change account set up, to add joint owners, to close accounts.
    7. Provided advice to stockbrokers and other individuals who were attempting to sell securities.
    8. Examined financial statements, and evaluated investment opportunities.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor's In Business Administration

Licensed Financial Consultant Resume

Objective : Motivated, dependable individual willing to establish a solid foundation within a career that complies with my strong interest in the accounting field. Also, I am seeking for a profession that utilizes my skills and promotes opportunity for professional as well as individual growth.

Skills : Microsoft suite, 10 key, keyboarding, Math, filing, and bilingual.

Description :

    1. Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
    2. Examine, evaluate, or process loan applications.
    3. Network within communities to find and attract new business.
    4. Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
    5. Evaluate financial reporting systems, accounting or collection procedures, or investment activities and make recommendations for changes to procedures, operating systems, budgets, or other financial control functions.
    6. Develop or analyze information to assess the current or future financial status of firms.
    7. Evaluate data pertaining to costs to plan budgets.
    8. Analyze and classify risks and investments to determine their potential impacts on companies.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Associate's In Business

Accounting/Financial Consultant Resume

Headline : Experienced data management professional with six years of process improvement through data analysis and technological efficiencies. Proficient relationship manager with the ability to forge connections through multiple levels of the business. Exceptional leader/manager with experience managing diverse teams in a matrixed environment. Effective project manager with strong record of leadership and success.

Skills : Proficient In Ms Office.

Description :

    1. Inbound / Outbound calling via yellow pages, debt rx radio, and internet Maintain different records using PDS and Velocify Advise clients or respond to inquiries about financial matters in person or via phone, email, Web site, or Internet chat.
    2. Assess clients' overall financial situation by reviewing income, assets, debts, expenses, credit reports, or other financial information.
    3. Calculate clients' available monthly income to meet debt obligations.
    4. Create debt management plans, spending plans, or budgets to assist clients to meet financial goals.
    5. Estimate time for debt repayment given amount of debt, interest rates, and available funds.
    6. Explain services or policies to clients, such as debt management program rules, the advantages and disadvantages of using services, or creditor concession policies.
    7. Interview clients by telephone or in person to gather financial information.
    8. Prepare written documents to establish contracts with or communicate financial recommendations to clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Consultant
Education
Education
Finance

Financial Consultant (Training) Resume

Summary : Qualified Customer Service Professional with 12 years experience in fast-paced customer service and/or call center environments. Personable and professional under pressure and excels at customer satisfaction, retention, and pre- and post-sales support. Flexible and hardworking in deadline-driven environments while driven to exceed sales goals and build long term relationships with customers.

Skills : Proactive and dedicated going above and beyond the.

Description :

    1. Assist with applications for credit by describing product to customers and accurately explaining its details.
    2. Answer an average of 75 calls per day, addressing customer inquiries, solving problems and providing new product information using multi-line telephone system.
    3. Build long-term customer relationships and advised customers on purchases and promotions.
    4. Developed reputation as an efficient service provider with high levels of accuracy.
    5. Scored in top 10% of employees in successful resolution of issues.
    6. Serve as the main liaison between customers, management and sales team.
    7. Ensure superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
    8. Help drive sales goals and achieve monthly quotas.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Communications

Financial Consultant III Resume

Summary : As a bright ambitious person, I enjoy working in a fast paced, highly motivating position where I can assist others while challenging and expanding my knowledge and understanding of the task at hand. I am seeking a position that will utilize my skills and offer the chance for advancement as well as allow me the opportunity to gain additional skills and experience.

Skills : SQL, SAS, Forecasting, Modeling, Data Analysis, Process Improvement, Microsoft Access.

Description :

    1. Create new accounts Interface with back office personnel in resolving client account issues.
    2. Work with back office personnel to migrate accounts to R.M.
    3. Review existing client accounts to identify investments that no longer meet identified objectives, risk tolerance.
    4. Identify and develop potential candidates for centers of influence, referral sources and clients.
    5. Collaborate with clients to identify risk tolerance, investment objectives and financial circumstances in order to provide solutions to resolve acknowledged gaps.
    6. Provide illustrations supporting solutions presented to clients.
    7. Interface with multiple Field Marketing Office personnel to facilitate application approval.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Bachelor Of Science In Business Administration

Accountant/Financial Consultant Resume

Summary : High-impact business professional with a strong ability to identify initiatives and facilitate action-driven plans to support corporate growth and objectives. Results-oriented with successful real world experience in positions of increasing responsibilities and duties. Top-performer with a track record of consistently meeting or exceeding sales goals and customer expectations. Skilled at educating clients on products and recommending best options to meet their goals.

Skills : Typing, Dentrix, Eaglesoft software.

Description :

    1. Sold financial products such as stocks, bonds, mutual funds and annuities.
    2. Built and maintained client portfolios and financial plans Recruited new clients on an on-going basis.
    3. Analyzed financial information obtained from clients to determine strategies.
    4. Reviewed client's accounts and plans regularly to determine life changes, economic changes or financial performance which may trigger a need for reassessment.
    5. Interview clients to determine their income, expenses, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
    6. Implement recommendations while researching and investigating available investment opportunities.
    7. Monitor financial market trends to ensure that plans are effective.
    8. Prepare and interpret information such as investment performance reports and financial document summaries.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Financial Management

Assistant Financial Consultant Resume

Summary : Experienced real-estate and finance professional with advanced Argus and Excel modeling and analytical skills. Personable team builder with an eye for detail and an awareness for operational and control risks. Reviewed, summarized and abstracted partnership agreements, debt/mortgage documents, leases, maintenance agreements and various other contractual documents. Previous employers have included Big Four and Fortune 100 companies, as well as public and private entities in the industries of Real Estate, Banking, Utilities, Food Service, and Public Accounting.

Skills : Data Analysis.

Description :

    1. Responsible for validation and analysis of monthly transfer pricing processes and results.
    2. Researched, analyzed and resolved variances and business unit issues in a timely manner.
    3. Tested validity of profitability results with new product extracts and developed new validation routines.
    4. Coordinated and supported multiple business partners in the development of annual plans and forecasts.
    5. Conducted cost studies, identified cost drivers and analyzed product volumes to determine business unit allocation rates in the Cost Measurement and Profitability Analysis System (COMPAS) profitability environment.
    6. Developed detailed project plans requiring cross-divisional communication and coordination.
    7. Lead the budget volume processing project.
    8. Educated and supported the business units in developing their project volume annual plans and forecasts.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA In Finance

Independent Financial Consultant Resume

Summary : A career/job where I am able to use my people skills and experience in the Financial Industry to help individuals, families and/or businesses find the appropriate solution to help them reach their financial goals.

Skills : Outstanding Leadership and Communication, Ability to.

Description :

    1. Responsible for validation and analysis of monthly transfer pricing processes and results.
    2. Researched, analyzed and resolved variances and business unit issues in a timely manner.
    3. Tested validity of profitability results with new product extracts and developed new validation routines.
    4. Coordinated and supported multiple business partners in the development of annual plans and forecasts.
    5. Conducted cost studies, identified cost drivers and analyzed product volumes to determine business unit allocation rates in the Cost Measurement and Profitability Analysis System (COMPAS) profitability environment.
    6. Developed detailed project plans requiring cross-divisional communication and coordination.
    7. Lead the budget volume processing project.
    8. Educated and supported the business units in developing their project volume annual plans and forecasts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA In Finance

Sr. Financial Consultant Resume

Summary : Relationship driven investment professional who leverages extensive wealth management and financial consulting experience to provide clients with creative solutions to achieve long-term investment goals. Highly successful in identifying new business opportunities, networking with centers of influence and building alliances with internal and external partners to gain referrals and facilitate growth.

Skills : Microsoft Office, StreetScape, Excel, Financial Analysis, Financial Planning.

Description :

    1. Responsible for building product relationships with Fidelity's Mass Affluent investor base.
    2. Offer guidance and personalized investment solutions in face to face and phone settings.
    3. Work directly with clients on their retirement, non-retirement, brokerage and cash management accounts.
    4. Initiate customer relationships through prospecting, lead utilization, local market and community involvement.
    5. Introduce clients to investment strategies and solutions.
    6. Utilize Guidance tools to provide client centered advice and guidance interactions.
    7. Provide solutions to meet clients immediate and future needs.
    8. Solutions include managed portfolios, wealth management, bond ladders and immediate and deferred annuities.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA In Economics

Credit Union Financial Consultant Resume

Headline : Skilled financial professional with almost 20 years of financial services industry experience. Expertly created customized financial strategies to meet client needs as well as managing client relationships with respect to securities, fixed income and annuity holdings. In addition, highly skilled in establishing new accounts whether in person or over the phone.

Skills : Customer Service, Animal knowledge and handling experience.

Description :

    1. Identify customer financial needs and recommend correct solutions based on client goals.
    2. Strengthened customer relationships through product and procedural knowledge.
    3. Served as Teller Supervisor with control of vault as well two ATMs.
    4. Maintained operational compliance through conducting weekly BAT meetings.
    5. Provided operational and onboarding support for current branch.
    6. Increase PNC brand awareness through use of SOW leads and active outreach.
    7. Provide coaching and training to colleagues to ensure compliance in operations as well as sales.
    8. Provided support to eight branches within the PNC footprint.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Finance

Financial Consultant/Accounting Manager Resume

Summary : Career Summary: My Work history includes 20+ years of Customer Service in the retail industry. I am interested in working for a successful company; serving as a leader in facilitating team dynamics and a strategic member of the management team. Qualifying Skills: Customer Service Excel, Corel Quattro Pro, WordPerfect, Microsoft Office, Windows XP Excellent Interpersonal Skills Marketing Communications Marketing Coordinator Desktop Publishing Public Affairs.

Skills : Excel, Cash Management, Payroll, Financial Analysis, Financial Management, Financial Reporting, Accounting, Cost Accounting, Risk Management, Inventory Management, Contract Negotiation, Insurance.

Description :

    1. Remained knowledgeable and offered information and guidance on topics including IRA accounts, money market accounts and credit scores.
    2. Opened new accounts and ran social security numbers and names through tele check.
    3. Assisted with secured and unsecured loan applications while ensuring members understood disclosures before making a final decision on loans.
    4. Head Teller Trained new tellers and supervised employees to ensure tasks were completed accurately and efficiently.
    5. Logged monetary instruments, currency transaction reports, and ran corporation checks monthly.
    6. Audited teller cash draws and held keys to the safe.
    7. Successfully handled customer complaints while practicing conflict resolution techniques.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Associate Of Science In Business Administration

Financial Consultant Resume

Objective : Productive professional with two years' experience in an IT support environment. Proven experience in network/hardware/operating system troubleshooting, technical support, and customer service helpdesk. Productive self-starter with a strong work ethic; consistently achieving goals. Managing and training employees to meet and exceed goals. Efficiently resolving incident tickets as well as maintain customer and client service expectations.

Skills : Operating Systems: Microsoft Windows 9x- 2000, NT, XP, Vista, And Windows 7.

Description :

    1. Driving proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty.
    2. Delivering a full PNC conversation with every client interaction to identify appropriate PNC solutions.
    3. Leveraging ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
    4. Creating customer loyalty and growing customer share of wallet through a differentiated customer experience.
    5. Performing lobby engagement activities to connect with customers and position PNC products to meet their needs.
    6. Educating customers on options for managing financial transactions by leveraging technology, tools and resources.
    7. Applying product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
    8. Managing risk through adherence to all policies and procedures, demonstrating sound judgment within established limits.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BS In TECHNICAL BUSINESS MANAGEMENT